Summit Financial Strategies, Inc. Upstart Holdings, Inc. Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,210 shares of UPST stock, worth $163,221. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,210
Previous 4,210
-0.0%
Holding current value
$163,221
Previous $272,000
21.69%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding UPST
# of Institutions
515Shares Held
63.6MCall Options Held
9.71MPut Options Held
8.5M-
Vanguard Group Inc Valley Forge, PA8.24MShares$319 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$220 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY3.65MShares$142 Million3.71% of portfolio
-
State Street Corp Boston, MA2.08MShares$80.5 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.01MShares$77.9 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.15B
- Description
- Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.